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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,714 | $180,459+6.8% | $154,108+25.1% | $135,380+42.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | 888.21%-894.8pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,862 | $6,035+30.3% | $5,298+48.4% | $4,779+64.5% |
| Participant deferral / active EE | $6,684 | $5,806+15.1% | $5,081+31.6% | $5,609+19.2% |
| Admin fee / account holder | $324 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |